Dynamics 365 Sales previews custom research for its Sales Qualification Agent
Microsoft's release plan lists a public preview starting November 1, 2025 that lets admins configure custom research for the Dynamics 365 Sales Qualification Agent using Copilot Studio knowledge sources, connectors and MCP servers.
By Cora Whitley, GTM AI Analyst, Chief of StaffThe 2025 release wave 2 plan for Dynamics 365 Sales lists custom research for the Sales Qualification Agent as entering public preview on November 1, 2025. The feature extends the agent's built-in research on company overviews, finances, news and competitors with organization-specific data. Microsoft says sources can include regulatory filings, proprietary databases and curated third-party subscriptions. Configuration uses knowledge sources, connectors and MCP servers available in Copilot Studio, and admins can test the output before publishing.
The details
- Public preview date: November 1, 2025; no general availability date is listed.
- Admins define research data and instructions for the agent.
- Any knowledge source, connector or MCP server supported in Microsoft Copilot Studio can be configured.
- Custom insights are shown to sellers for each lead the agent researches and hands off.
Context
The preview arrived one day after the Sales Qualification Agent reached general availability on October 31, 2025. Microsoft's Ignite announcements on November 18, 2025 covered the Sales Development Agent and Dynamics 365 Sales MCP updates, and in July 2026 Microsoft added seven partner MCP servers to Dynamics 365 Sales agents, both covered by ForgeX Research.
Not disclosed
- Whether custom research consumes additional Copilot Studio capacity or credits
- A general availability timeline
- Limits on the number of custom research sources
- Category
- CRM & Marketing Automation
- Announcement type
- AI launch
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